Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.83%
3 year
20.98%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
48 months through March 31, 2026Volatility (ann.)
12.97%
Sharpe
1.25
Sortino
2.06
Max drawdown
-29.10%
Best month
10.55%
Worst month
-11.90%
Beta vs VTIAX
0.85
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.